An extension on this thread: How do you use Requisitions? - Kinetic ERP - Epicor User Help Forum
We are trying to use requisitions for the first time in Epicor. We created a req, and then had someone review it, and approve it to send to purchasing. Then I ran generate suggestions (not currently run on a schedule). No suggestion was created for the requisition that was approved and sent to purchasing. What can I show to help diagnose this issue?
Thank you for your time!
Nate
YOu shouldn’t have to run generate suggestions, it just happens automatically when you send the requisition to purchasing. Most likely its under a buyer account you don’t expect or don’t have access to. I would run a baq on the suggestions table to confirm.
Yes, we ran into the same gotcha Alisa mentions. Our default buyer for the company was set as the purchasing director, so we added a default buyer record and this allowed our purchasers to see the records.
At first, we attempted to blank out the BuyerID in a BPM but this didn’t work as expected.
As I recall there is something weird about the buyer getting defaulted to the person who approved the requisition too, can’t remember exactly but it made the suggestions hard to find.
I don’t see any suggestion in my SugPoDtl table for the user that submitted the req, or for the user that approved the req.
To make sure I understand this correctly:
I just set myself as a buyer, and set all the parties involved as authorized users. I also set myself as an authorized user on their buyer accounts. I still see nothing in PO Suggestions.
Here is the req:
Are you looking for the part num that is on the req in the po suggestions table?
Oh! I see one, but it is under the wrong buyer. Why wouldn’t it be under the buyer that submitted the req?
lol because Epicor!
So, how do we get PO suggestions to appear under the user that, you know, like suggested it? The guy that purchases tools is having his reqs approved by another guy that knows tools. If approved I would expect the po suggestion to be under one of those two guys. The user that the suggestions appeared under seems to be the default buyer for the company. This is all sounding like more trouble than it is worth.
I think if you have that person perform the final disposition action it will go under their account. So in other words, the one guy approves it, then the original guy sends it to purchasing. For what its worth yes requisitions are horrible and half baked. In some cases better than nothing but not much better . . .
I hadn’t looked there! The buyer for the part class is long outdated, and has been inactive in the system for years. It must be defaulting to the default buyer since this once is not active. Thanks!
Once I added myself as an authorized user of the default buyer. I could see the po suggestions.
Thank you all!
FYI, 2025.2 has requisition list column on suggestions.
Now that I can see all the PO suggestions (they are all set to our default buyer), I am curious how a lot of these suggestions got in there. Once a suggestion has been created, how can I tell what caused it to be created? I expected the one requisition I had approved to be listed as a new PO suggestion. It was there, but so were over 1600 other records. Where can I look to see what generated the suggestion?
And what about the requisition? Is there a way to make it go away after it has generated a PO suggestion? As it is, I can still see the req as approved and sent to purchasing. Do we have to manually close the req after the po suggestion is created?
In PO Suggestions I can customize the columns and add Req # and Req Line #. This helps. But I still want to know what happened with all the other suggestions. I can see the req and line for the one requisition we created, but all the other records do not link to a req. The help file for PO Suggestions doesn’t say where it gets suggestions from.
I assume they came from running generate suggestions multiple times in an attempt to make my approved req show up. Is there a way to clear all generated suggestions? It looks like I can delete them one at a time in PO Suggestions.
Try run it with regenerate=true. I believe, if they’re still there then there’s demand. Anything without a JobNum is PUR-STK suggestion meaning your min max levels plus job demand for stock parts are driving the demand.
You can infer demand from looking at PartNum > Time Phase Inquiry for a given part.
Probably in the PartDtl table (which is the basis for Time Phase), but there are TONS of records there to filter through. There is a “SourceFile” field holding a key to where the record came from, so let the sleuthing begin…
This is one of the main tables that MRP updates.
I think multi-level pegging might get you to see what the demand is as well. But that add processing time to MRP and PO suggestions.
